Jeff Yass’s The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF DEMZ Stock Holding History

Jeff Yass’s Portfolio DEMZ Stock Details DEMZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$715K	Buy	14,984 +1,506	+11%	+$67.2K	﹤0.01%	9049
2026 Q1	$542K	Buy	+13,478	New	+$572K	﹤0.01%	9453

Other funds holding DEMZ

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

AAG

Accordant Advisory Group Annapolis, Maryland $148M AUM 23.8% 1-Year Est. Return

LNWTC

Laird Norton Wetherby Trust Company Seattle, Washington $5.21B AUM 31.48% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Jeff Yass's DEMZ Position: Q2 2026 in Review

Jeff Yass increased its The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF (DEMZ) stake by 11% in Q2 2026, buying an estimated $67.2K and bringing the position to 14,984 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #9049.

Jeff Yass first reported a position in DEMZ in Q1 2026 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold DEMZ as of Q2 2026.

Jeff Yass held 14,984 shares of The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF worth $715K as of Q2 2026.
Jeff Yass bought 1,506 The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF shares in Q2 2026, an estimated $67.2K.
The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9049 holding.
Jeff Yass first reported a position in The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF in Q1 2026 and has held it in 2 quarters since.
26 funds tracked by Wall St. Rank held The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.